Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
RIA Succession Planning Reaches Breaking Point: DeVoe
By Michael S. FischerTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 11, 2025
LPL-Commonwealth Story 'Isn't Finished': Cetera CEOLPL’s acquisition is officially on the books, but Mike Durbin says the dust is far from settled.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
December 10, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 09, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
November 24, 2025
Cetera Confirms New Round of LayoffsA spokesperson characterized the firings as a "small workforce reduction" focused on streamlining operations.
November 21, 2025
Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint AcquisitionThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 19, 2025
LPL Takes Minority Stake in Private Advisor GroupLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.